Signals

← Signals

☆SLQD

302 in-universe funds with a nonzero position in SLQD within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#914
Score / z0.126 / 0.09
Consensus86.34 over 149 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-83% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 120.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 104.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 69.1 11.0% 4 +0.9 pp +0.8 pp +1.2 pp +11.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 58.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 55.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 54.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 52.1 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 50.3 4.3% 4 +1.5 pp +1.0 pp -0.7 pp +4.3 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 49.0 1.4% 4 -0.0 pp -0.1 pp -0.1 pp +1.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 41.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 39.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 38.4 5.6% 4 +0.2 pp +0.5 pp +0.4 pp +5.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 36.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 30.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 26.8 5.7% 4 -3.6 pp -3.7 pp -3.9 pp +5.7 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 24.8 5.4% 4 +0.1 pp +0.1 pp +0.3 pp +5.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 23.7 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 23.1 3.3% 4 -3.5 pp -3.5 pp -3.1 pp +3.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 20.0 0.2% 4 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 19.2 2.6% 4 +0.1 pp +0.2 pp +0.4 pp +2.6 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 18.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 17.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 15.8 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 13.4 2.1% 4 -0.0 pp +0.1 pp -0.1 pp +2.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 12.2 0.9% 4 +0.1 pp +0.0 pp -0.5 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 11.6 2.9% 4 +0.2 pp +0.1 pp -0.4 pp +2.9 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 11.0 0.6% 4 -0.6 pp -1.0 pp -0.1 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 9.7 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 8.1 0.9% 4 -0.1 pp -0.1 pp +0.1 pp +0.9 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 8.1 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 7.5 2.9% 4 +0.0 pp +0.1 pp -0.1 pp +2.9 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 7.4 5.6% 4 -0.7 pp -0.9 pp +0.8 pp +5.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.7 1.8% 4 -0.4 pp -0.4 pp -0.3 pp +1.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NDWM LLC CIK 0001818386 0.624 38 6.5 4.2% 4 +3.0 pp +3.2 pp +3.1 pp +4.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 5.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 5.2 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 5.1 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 5.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 4.9 1.0% 4 +0.0 pp -0.1 pp -0.3 pp +1.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 4.5 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 4.2 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 4.0 1.8% 4 +0.0 pp +0.0 pp -0.1 pp +1.8 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Townsend Financial Planning, LLC CIK 0002110688 0.751 30 3.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 3.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 3.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 3.0 1.9% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 2.9 1.7% 4 -0.6 pp +0.6 pp +0.4 pp +1.7 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 2.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Obsido Oy CIK 0002067281 0.833 20 2.8 1.7% 5 -0.1 pp -0.4 pp -0.9 pp -1.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 2.5 1.9% 4 +0.1 pp +0.6 pp +0.7 pp +1.9 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 2.5 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Topor & Co. Korea CIK 0002113285 0.778 19 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 2.1 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 2.1 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 2.1 0.7% 4 -0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 2.0 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 1.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 1.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 1.6 0.9% 4 +0.1 pp -0.0 pp -0.1 pp +0.9 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 1.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.6 1.6% 4 +0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 1.3 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 1.1 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 1.0 1.0% 4 -0.2 pp -0.3 pp -0.3 pp +1.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summa Corp. CIK 0001954929 0.569 83 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.6 0.1% 4 -0.0 pp -0.1 pp -0.3 pp +0.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.6 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.5 0.3% 4 -0.0 pp -0.6 pp -0.5 pp +0.3 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SLQD). Qtrs Held counts distinct quarters this fund has actually held SLQD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SLQD position size. Δ columns are the percentage-point change in SLQD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status